Kozak & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
2,336
+14
| +0.6% | +$4.1K | 0.14% | 37 |
|
|
2025
Q1 | $734K | Buy |
2,322
+10
| +0.4% | +$3.16K | 0.18% | 29 |
|
|
2024
Q4 | $682K | Buy |
2,312
+27
| +1% | +$7.96K | 0.16% | 33 |
|
|
2024
Q3 | $715K | Sell |
2,285
-20
| -0.9% | -$6.26K | 0.17% | 31 |
|
|
2024
Q2 | $576K | Buy |
2,305
+15
| +0.7% | +$3.75K | 0.14% | 34 |
|
|
2024
Q1 | $626K | Sell |
2,290
-180
| -7% | -$49.2K | 0.17% | 34 |
|
|
2023
Q4 | $719K | Sell |
2,470
-522
| -17% | -$152K | 0.23% | 29 |
|
|
2023
Q3 | $743K | Sell |
2,992
-245
| -8% | -$60.8K | 0.27% | 27 |
|
|
2023
Q2 | $954K | Buy |
3,237
+9
| +0.3% | +$2.65K | 0.39% | 26 |
|
|
2023
Q1 | $903K | Sell |
3,228
-20
| -0.6% | -$5.59K | 0.41% | 25 |
|
|
2022
Q4 | $856K | Sell |
3,248
-93
| -3% | -$24.5K | 0.43% | 21 |
|
|
2022
Q3 | $792K | Buy |
3,341
+85
| +3% | +$20.2K | 0.5% | 21 |
|
|
2022
Q2 | $804K | Buy |
3,256
+128
| +4% | +$31.6K | 0.54% | 20 |
|
|
2022
Q1 | $694K | Hold |
3,128
| – | – | 0.44% | 23 |
|
|
2021
Q4 | $694K | Buy |
3,128
+63
| +2% | +$14K | 0.44% | 23 |
|
|
2021
Q3 | $775K | Buy |
+3,065
| New | +$775K | 0.46% | 23 |
|
|
2020
Q4 | $643K | Buy |
+3,023
| New | +$643K | 0.5% | 22 |
|